MINNEAPOLIS, MNCRD 173522Latest ADV April 17, 2026
White Oaks Wealth Advisors, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Minneapolis, MN. Its latest Form ADV filing, dated April 17, 2026, reports $618M in regulatory assets under management, 5 employees, 1 office, and 222 accounts.
Assets Under Management
$618M
Employees
5
Offices
1 office
Total Clients
219
Primary office
MINNEAPOLIS, MN
5500 WAYZATA BLVD, SUITE 290, MINNEAPOLIS, MN, United States
Top client segmentHNWI represent 78.1% of total clients.
Top client categories% of clientsClients
1
HNWI
78.1%
171
2
Individuals
21.9%
48
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$618Mas of April 17, 2026
Discretionary100.0%
$618M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$618M
Total Accounts222
10Y AUM Change+$204M (+49.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee44:1
10Y Employee Change-1 (-16.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.